Do you spend hours — or days — preparing your tax returns every year?  And weeks researching changes?  Feel queasy when it’s done or anxious about hitting “send” or putting it in the mailbox?  Fear you might be paying too much tax, or terrified you could get a letter from IRS?  Or did you get a letter already?

 

Reduce your stress 

Let me spend my summer in continuing education while you play!  Professional preparation is less expensive than you think, and pays for itself in tax savings and anxiety reduction! A planning session and recommendations for your general financial health are included.

Tax Preparation & Planning

  • Current year income tax returns
    (personal & proprietorships, federal, all states & localities)

  • Prior year tax returns

  • Amended returns

  • Tax planning and a financial fitness checkup

  • Audit protection

Taxpayer Representation & Resolution

  • IRS disputes, collection assistance & payment plans

  • State & local tax disputes & collections


How it Works

A step-by-step guide

  1. Send all of your tax information via the secure portal, by mail or fax prior to the appointment.

  2. I will prepare the returns and consider some tax planning opportunities for you.

  3. Make an appointment and let’s go over everything.

  4. Leave with a better idea of your plans and goals and ideas for how to achieve them.

  5. Enjoy more financial freedom and reduced anxiety about finances.


Please remember to upload your documents via the secure portal before you schedule your appointment.

Tax returns billed by complexity from $320 minimum.
Estimate will be provided at the initial meeting.

Let's talk

Please remember to upload your documents via the secure portal before you schedule your appointment.

 

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